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Ladderup Wealth Management Pvt Ltd
Ladderup Wealth Management Pvt Ltd

Ladderup Wealth Management Pvt Ltd

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AUM ₹ 122.78 Cr (As on Feb, 2025)
No. of schemes 1
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About Ladderup Wealth Management Pvt Ltd

Ladderup Wealth Management Pvt Ltd manages assets worth Rs 122.78 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap scheme.

Portfolio MANAGERS

Raghvendra Nath
Raghvendra Nath
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -2.91 %
Profile

Mr. Raghvendra Nath has more than three decades of capital markets and investment management experience. His ability to analyse trends and evaluate businesses has supported him to lead a few esteemed organisations in the industry.He has worked with Birla Sun Life Mutual Fund, one of the leading Mutual Fund companies in India. In his tenure he successfully created Asset Allocation strategies for various MF Schemes. He tracked macro-economic factors in India & globally to identify major trends & analyze the impact on fund performance as well as the overall business. His acumen in creating differentiated strategies to address investor needs contributed to the success of the firms he has been associated with.Prior to this he was the business head for Aditya Birla Money. He is a CFA, MBA and an Engineer by qualification and provides thought leadership to the business. He has an impeccable reputation in the Indian Markets and is a frequent face in the Indian Business media.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Proud PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
15 Out of 16
Fixed Fee
2.00%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Proud PMS
15Out of 1
-9.28%
Nifty 50 TRI
0.45%
Nifty 50 TRI
0.00
8%
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Ladderup Wealth Management Pvt Ltd ?
The total AUM managed by Ladderup Wealth Management Pvt Ltd is ₹122.78 crores
What is the total number of schemes managed by Ladderup Wealth Management Pvt Ltd ?
The total number of schemes managed by Ladderup Wealth Management Pvt Ltd is 1
What is the best performing PMS scheme of Ladderup Wealth Management Pvt Ltd in 1 year ?
The best performing PMS scheme of Ladderup Wealth Management Pvt Ltd in 1 year is Proud PMS.
What is the best performing PMS scheme of Ladderup Wealth Management Pvt Ltd in 3 years?
The best performing PMS scheme of Ladderup Wealth Management Pvt Ltd in 3 years is Proud PMS
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